Flputnam Investment Management Co. Acquires 292,211 Shares of NVIDIA Corporation $NVDA

Flputnam Investment Management Co. lifted its stake in NVIDIA Corporation (NASDAQ:NVDA) by 22.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,579,252 shares of the computer hardware maker’s stock after purchasing an additional 292,211 shares during the period. NVIDIA comprises about 4.4% of Flputnam Investment Management Co.’s holdings, making the stock its 4th largest holding. Flputnam Investment Management Co.’s holdings in NVIDIA were worth $294,657,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in NVDA. Harbor Asset Planning Inc. acquired a new position in NVIDIA during the second quarter worth approximately $28,000. Winnow Wealth LLC acquired a new stake in shares of NVIDIA in the 2nd quarter worth approximately $32,000. Longfellow Investment Management Co. LLC raised its position in NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after acquiring an additional 67 shares during the last quarter. Spurstone Advisory Services LLC purchased a new position in NVIDIA in the 2nd quarter valued at about $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in shares of NVIDIA in the second quarter valued at $54,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA Price Performance

NASDAQ:NVDA opened at $188.33 on Friday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. The company has a 50-day moving average of $185.97 and a 200-day moving average of $176.21. The company has a market capitalization of $4.58 trillion, a price-to-earnings ratio of 46.73, a PEG ratio of 0.92 and a beta of 2.29. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19.

NVIDIA (NASDAQ:NVDA) last posted its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, topping the consensus estimate of $1.23 by $0.07. The business had revenue of $57.01 billion for the quarter, compared to analyst estimates of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The firm’s quarterly revenue was up 62.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.81 EPS. As a group, equities research analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, December 26th. Investors of record on Thursday, December 4th will be issued a $0.01 dividend. The ex-dividend date is Thursday, December 4th. This represents a $0.04 annualized dividend and a yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is currently 0.99%.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: FTC cleared Nvidia’s $5 billion arrangement with Intel, removing a regulatory overhang and helping lift shares on the news. Nvidia’s (NVDA) $5B Intel bet cleared by FTC, stocks pop 3%+
• Positive Sentiment: Nvidia reached a licensing agreement with Groq, hired top Groq engineers and reportedly struck or is finalizing a ~ $20B deal — bolstering NVDA’s AI-inference roadmap and headcount for specialized workloads. That expands product capability and competitive moat. Nvidia Licenses AI-Inference Technology from Chip Startup Groq
• Positive Sentiment: A prominent analyst published a bold 2026 price target on NVDA, reinforcing bullish expectations and supporting sentiment among growth-focused investors. Popular analyst sets bold 2026 price target on Nvidia stock
• Positive Sentiment: Long-form bullish pieces argue NVDA could unlock massive TAM (~$6 trillion by 2026) from cloud AI buildouts and autonomous/robotics adoption — narratives that support higher long-term revenue and valuation. Nvidia: Poised To Unlock $6 Trillion In 2026
• Neutral Sentiment: Technical and market-flow items: NVDA recently crossed above its 50‑day moving average and benefited from year-end/trading-window dynamics and Santa‑Claus rally chatter, which can amplify short-term moves. Nvidia (NVDA) Crossed Above the 50-Day Moving Average
• Negative Sentiment: Several reports warn NVDA faces a near-term cash/financial strain after the ~ $20B Groq outlay (cash or licensing structure unclear) and notable insider share sales — raising investor concern about capital allocation and dilution/treasury needs. Nvidia Has A Cash Problem
• Negative Sentiment: Conflicting coverage (acquisition vs. licensing-only reports) and reports of large cash payments to secure Groq talent introduce uncertainty about the final deal terms and near-term balance-sheet impact. Exclusive: Nvidia buying AI chip startup Groq for about $20 billion
• Negative Sentiment: Insider selling alerts and critical commentary from some investors/strategists are prompting profit-taking — a headwind after a strong YTD rally. Mark Stevens Sells 222,500 Shares of NVIDIA

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the stock. CICC Research raised their target price on shares of NVIDIA from $200.00 to $228.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. Wedbush boosted their price objective on NVIDIA from $210.00 to $230.00 and gave the company an “outperform” rating in a research report on Thursday, November 20th. Needham & Company LLC restated a “buy” rating and set a $240.00 price objective on shares of NVIDIA in a research note on Thursday, November 20th. Bank of America upped their price target on shares of NVIDIA from $235.00 to $275.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Finally, BNP Paribas Exane raised their price objective on shares of NVIDIA from $240.00 to $250.00 and gave the stock an “outperform” rating in a research note on Tuesday, November 18th. Five investment analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, NVIDIA presently has an average rating of “Buy” and a consensus target price of $262.14.

Insider Transactions at NVIDIA

In other news, Director A Brooke Seawell sold 12,728 shares of NVIDIA stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $183.93, for a total transaction of $2,341,061.04. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Debora Shoquist sold 69,840 shares of NVIDIA stock in a transaction on Friday, December 12th. The stock was sold at an average price of $177.85, for a total value of $12,421,044.00. Following the sale, the executive vice president directly owned 1,424,603 shares of the company’s stock, valued at approximately $253,365,643.55. This trade represents a 4.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 2,161,474 shares of company stock valued at $396,157,992. 4.17% of the stock is currently owned by insiders.

NVIDIA Profile

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.